| Name | Title | Contact Details |
|---|---|---|
Insaf Masood |
VP, Information Security | Profile |
Founded in 2019, Vanilla`s product suite was originally built for internal use by AdvicePeriod to create efficiency in explaining the value derived from estate planning and to identify opportunities to add value for clients that would be subject to the estate tax. It quickly became clear that the application and need was much broader than originally contemplated. Today`s estate planning tools—for advisors, lawyers, and consumers alike—are significantly lacking. Moreover, most advisors spend little time on even the basic components of estate planning. Vanilla was created to squeeze the inefficiency out of document preparation, increase an advisor`s and a client`s understanding of their estate, and to demystify the challenges of dealing with estates post-death.
Hudson River Community Credit Union is a Cohoes, NY-based company in the Financial Services sector.
Bridgeport Advisors is a Gaithersburg, MD-based company in the Financial Services sector.
Total Control Financial believes every American worker has the right to a financially secure retirement without being concerned their wealth will vaporize in their golden years because of Wall Street’s games. A system that once provided security and safety for the American public has turned into a greed-filled network of brokerages run by too many self-interested “financial advisors” lining their own pockets first, while the investors, their clients, bear all the risk. Wall Street wins 100% of the time while the investor hopes to make a decent return and avoid getting hammered by the market. This is fundamentally wrong. It’s time for the charade to end. It’s time for the firm and the investor to be aligned. For 40 years Wall Street has dominated 401(k) money. For 40 years Wall Street has tricked the American worker into believing Wall Street is the only road available for a sound retirement. They’ve kept people confused and created complexity instead of being transparent and creating simplicity. This worked to keep the investor confused and trapped paying fees, riding the market roller coaster while the brokers got rich. Our mission and our purpose is to share the candid reality and truth about money and retirement with the American worker. We have no exception to our 100% transparency 100% of the time rule. We are obsessed with delivering simple, powerful options to the investor. Options to put the investor in control and to be empowered over their money and their financial future. For the investor tired of paying endless Wall Street fees to “watch over” their money, for the investor ready to take responsibility and control of their money, for the investor ready to exit the market roller coaster, Total Control Financial is your answer. Our mission is to Disrupt Wall Street and Empower Main Street ™.
Gardiner Federal Credit Union is a Augusta, ME-based company in the Financial Services sector.